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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,993 | $45,872-93.5% | $77,096-96.1% | $68,486-95.6% |
| Participation rate | 65.7% | 55.9%+9.8pp | 67.9%-2.2pp | 67.9%-2.2pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,441 | $2,963-17.6% | $4,429-44.9% | $4,028-39.4% |
| Admin fee / account holder | $153 | $3,041-95.0% | $5,428-97.2% | $5,404-97.2% |